Financial Specialist

17 hours ago


Cape Town, Western Cape, South Africa Structured wealth solutions Full time
Job Description

We are seeking a highly motivated Financial Specialist to join our team at Structured Wealth Solutions in Cape Town. As a key member of our Sanlam Sky team, you will be responsible for delivering exceptional client service and providing expert financial guidance to individuals and families.

Key Responsibilities
  1. Provide personalized financial planning and investment advice to clients.
  2. Analyze clients' financial situations and develop tailored solutions to meet their needs.
  3. Bachelor's degree or higher in Finance, Economics, or related field.
  4. Minimum 2 years of experience in the financial services industry, preferably in wealth management or investment consulting.
  5. Strong understanding of financial products, including investments, retirement plans, and insurance policies.
  6. Excellent communication and interpersonal skills, with ability to build strong relationships with clients.

To succeed in this role, you must be self-motivated, enthusiastic, and results-driven, with a passion for delivering exceptional client experiences.



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